Patrick Murchison

Background

About Patrick Murchison

Pat began his career in the financial services industry over 30years ago at Charles Schwab & Company, where he worked in their retail and institutional channels, before joining LPL Financial in 2009 as a Regional Advisory Consultant. After his time in the field, Pat was responsible for leading a national team of Regional Advisory Consultants seeking to increase profitability, efficiency, total assets, and client retention for financial professionals for the Clearing division of LPL. Before his current role, Pat served as Senior Vice President for the Institution Services group at LPL, leading a team of Business Consultants covering bank and credit union investment programs. In 2019, Pat took on the role of Wealth Consulting Divisional Manager, where he oversaw LPL's Regional Wealth Consultants across the country. Pat's team was responsible for helping independent financial advisors design and implement business strategies which can accelerate their business growth. In his current role as Regional Branch Manager for Linsco, Pat directly works with advisors and their teams on all aspects of their businesses in order to help them service their clients and grow their practices. Certified Investment Management Analyst TM Accredited Investment Fiduciary TM Series 7, 8, 63, 65 Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.